Best Investors
Account
Sign in
Raymond James Financial Services Advisors, Inc CRD 149018
$390B regulatory AUM 5,542 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2009-03-03 |
| LA | RA | APPROVED | 2009-01-27 |
Branch Locations
300 Ruebeaugard Bldg A, Lafayette, LA 70508 • United States
300 Rue Beauregard Building E, Lafayette, LA 70508 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services Advisors Inc. | Lafayette | LA | 01/2009 | Present |
| Investment Partners Of Acadiana,Llc | Lafayette | LA | 03/2009 | 12/2016 |
| Raymond James Financial Services Inc. | Lafayette | LA | 01/2009 | Present |
(1)Name of Business: CPA Consulting, LLC Address: 201 Rue Iberville, Suite 500, Lafayette, LA, 70508, United States Activity Type: Accounting/CPA Position/Title: Independent Contractor Investment Related: No Start Date: 01/15/2009 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 2-10 Description of duties: Prepare tax returns and business consulting and accounting (2)Name of Business: CPA Land Company No. 3, LLC Address: 824 N Dugas Rd, Lafayette, LA, 70507, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 07/28/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (3)Name of Business: CPA Land Company, LLC Address: 824 N Dugas, Lafayette, LA, 70507, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 03/01/2009 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (4)Name of Business: Easy Open Wrapper, LLC Address: 824 N Dugas Rd, Lafayette, LA, 70507, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 06/11/2014 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Invest cash to own ~ 9% of existing business which owns bandages and package wrapping. (5)Name of Business: Headkicks MMA & Fitness, LLC Address: 6716 Johnston St, Lafayette, LA, 70503, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 12/01/2015 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am a 50% owner of the LLC and in this martial arts and fitness gym. (6)Name of Business: Ragin Fighting Championship, LLC Address: 824 N Dugas Rd, Lafayette, LA, 70507, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 11/21/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Partner / Owner of a Mixed Martial Arts fight promotion company. (7)Name of Business: Valor Leadership Partners, LLC Address: 201 Rue Iberville, Lafayette, LA, 70508, United States Activity Type: Accounting/CPA Position/Title: Independent Contractor Investment Related: No Start Date: 07/01/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 2-10 Description of duties: Business consulting and accounting services through Valor for third party clients in conjunction with my OBA CPA Consulting, LLC
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-01-06 |
| S63 | Uniform Securities Agent State Law Examination | 1996-12-23 |
Reach out to this advisor